Dashboard
Core Retail Management cloud-ready application
All Companies
W-2 Employees
0
1099 Contractors
0
Retail Clients
0
Outstanding Billing
$0
Tracked Assets
0
Workers' Comp Records
0
Active Companies
0
| Name | Location | Payroll Default | Service Fee | Status |
|---|
| Name | Type | Company | Department | Pay Schedule | Compensation | Docs |
|---|
Employee / Contractor
Select a worker
Personnel Documents
0
HR Incidents
0
Personnel File
| Document | Category | Status | Expiration | File |
|---|
HR Incident Log
| Date / Time | Category | Severity | Description | Action Taken | Follow-up | Status | Attachment |
|---|
Payroll is currently a payroll-preparation module. It does not file withholding taxes. Exported totals can later be connected to your payroll provider.
| Worker | Type | Regular | OT | Commission/Bonus | Gross |
|---|
This build can upload files to the server. For public deployment, replace local disk storage with encrypted object storage and private signed-download URLs.
| Owner | Document | Category | Status | Expiration | File |
|---|
| Company | Type | Carrier | Policy # | Effective | Expiration | Status |
|---|
| Tag | Asset | Company | Department | Status | Serial |
|---|
Open Invoices
0
Outstanding
$0
Service Fees
$0
Default New Client Fee
10%
Clients
| Client | Location | Default Fee | Fee Basis | Recurring Extra | Terms |
|---|
Invoices
| Invoice | Client | Period | Service Fee | Total | Status | Actions |
|---|
Use separate accounts for each person. Owner/Super Admin has full access. Company-restricted accounts can be assigned to a specific company/location.
| Name | Username | Role | Company | Status | Action |
|---|
Worker
Select a worker
Documents
0
HR Incidents
0
Personnel Documents
| Document | Category | Status | Expiration |
|---|
HR Incident Log
| Date/Time | Category | Severity | Description | Action | Follow-up | Status |
|---|
Schedule
| Date | Worker | Company | Start | End | Break | Status |
|---|
Time & Attendance
| Date | Worker | Company | Regular | OT | Status | Manager Note |
|---|
PTO / Leave
| Worker | Type | Dates | Hours | Status | Reason |
|---|
| Unit | Vehicle | Company | VIN | Plate | Registration Exp. | Insurance Exp. | Assigned Driver | Status |
|---|
| Task | Category | Company | Assigned To | Priority | Due | Status |
|---|
Payroll Controls
Weekly, biweekly, semi-monthly 1st/16th, and custom schedules.
Approval/locking tables are provisioned in PostgreSQL.
Client Billing Controls
10% default fee, client-specific %, invoice override, extras, credits and payment framework.
Security & Audit
Role permissions, company assignment, R2 private storage and audit history.
Master Requirement Status
| Area | Status | Notes |
|---|---|---|
| HR / Personnel / Documents | Working | Profiles, R2 documents, HR incidents, history schema. |
| Payroll / Hours / Commissions | Working foundation | Payroll prep, hours/OT, commission fields, exports; tax filing remains external. |
| Scheduling / PTO / Time | Working foundation | Database + entry screens. |
| Client Billing / Fees | Working foundation | Invoices, 10% default/custom %, adjustments; processor keys still required for live payments. |
| Assets / Fleet | Working foundation | Asset register plus vehicle database. |
| Advanced automation / email / SMS / accounting integrations | Integration required | External provider/API setup required. |
| Time | User | Action | Entity | Details | IP |
|---|